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Fidelity sml mid factr shares owned by Montag & Caldwell

Quarter-by-quarter ownership of Fidelity sml mid factr (FSMD) shares owned by Montag & Caldwell from 13F filings

Historical chart of Montag & Caldwell investment in Fidelity sml mid factr

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All positions including Fidelity sml mid factr held by Montag & Caldwell consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity sml mid factr by Montag & Caldwell

Quarter filed Position value Share count Share price at filing
2025-06-30 $698k 17k 41.47
2025-03-31 $659k 17k 39.16

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Top funds holding Fidelity sml mid factr

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